April 5, 2025, 3:46 a.m.

Business

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Opportunities and risks of LG supplying periscope lenses for iPhone

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Recently, it was reported that LG Innotek will exclusively provide periscope lens modules for the iPhone 16 series in the second half of this year, and Home Electronics will work with LG Innotek as the first supplier of OIS (Optical Image Stabilization) technology in this lens module. This news has undoubtedly attracted widespread attention, however, while we are excited about this technological advancement, we cannot ignore the potential risks that may exist.

The periscope lens, with its unique prism refraction technology, can significantly enhance the clarity of long-distance shooting. The application on iPhone 15 Pro Max last year has been widely recognized by users, and this year it has been further expanded to iPhone 16 Pro and Pro Max, undoubtedly bringing users a better photography experience. Whether capturing scenery, people, or animals, it can capture distant details more clearly, making the photos more vivid and realistic.

In today's increasingly competitive smartphone market, the camera function has become one of the important means for major mobile phone manufacturers to compete for market share. Apple's adoption of LG Innotek's periscope lens module will further enhance the camera performance of the iPhone 16 series and strengthen its competitiveness in the market. This not only helps attract more consumers to purchase iPhone 16 series phones, but also consolidates Apple's position in the high-end smartphone market.

As a new technology, periscope lens modules may have quality stability issues during production and use. For example, prism refraction technology may be affected by environmental factors such as temperature and humidity, resulting in unstable shooting effects. In addition, OIS optical image stabilization technology may also malfunction, affecting the clarity and stability of photos. If these issues cannot be effectively resolved, it will affect the user experience and even damage Apple's brand image.

As the exclusive supplier of periscope lens modules for the iPhone 16 series, LG Innotek's production capacity and supply stability will directly affect the production and sales of the iPhone 16 series. If LG Innotek experiences production failures, raw material shortages, and other issues, it will lead to a shortage of supply for the iPhone 16 series, affecting Apple's market share and profits. In addition, as one of the first suppliers of OIS optical image stabilization technology, Jiahua Electronics' technological level and product quality will also have a significant impact on the camera performance of the iPhone 16 series. If the technology of home electronics is not up to par, it will affect the overall quality of the iPhone 16 series.

The periscope lens module and OIS optical image stabilization technology are complex technologies that require good compatibility with other hardware and software of mobile phones. If these technologies are not compatible with other components of the iPhone 16 series, it will affect the overall performance and stability of the phone.

Apple should strengthen quality control and management of suppliers such as LG Innotek and Home Electronics to ensure stable and reliable quality of periscope lens modules and OIS optical image stabilization technology. By establishing strict quality inspection standards and strengthening the monitoring of suppliers' production processes, the stability of product quality can be improved.

In order to reduce supply chain risks, Apple should consider diversifying its supply chain and seeking more suppliers of periscope lens modules and OIS optical image stabilization technology. This allows for timely switching to other suppliers when problems arise with one supplier, ensuring that the production and sales of the iPhone 16 series are not affected.

In short, the iPhone 16 series adopts LG Innotek's periscope lens module and Home Electronics' OIS optical image stabilization technology, which brings both opportunities and risks. Apple should fully recognize these issues and adopt effective response strategies to ensure the stable and reliable quality and performance of the iPhone 16 series, providing users with a better photography experience.

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